account managerJelly Bean Daycare Centre Inc. • Woodbridge, ON, CA

account manager

Jelly Bean Daycare Centre Inc. • Woodbridge, ON, CA

26 days ago

Job type

Full-time

Permanent

Job description

Education: Secondary (high) school graduation certificate
Experience: 1 year to less than 2 years

Tasks

Advise on trust account investments
Identify clients' financial goals and objectives
Supervise staff
Analyze clients' financial records
Develop financial plans for clients
Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
Negotiate with corporations and government to determine the type and terms of new securities issue
Prepare offering prospectus for new issues of stocks and bonds
Assist in the planning and execution of financial statement audits
Work Term: Permanent
Work Language: English
Hours: 30 to 40 hours per week

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Account manager • Woodbridge, ON, CA

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